Podcast

As part of our ongoing outreach, we like to provide information to our community relating to legacy giving, planning your estate, and maximizing your tax benefits. Today, the Foundation is turning to Enzo Morini, a Partner at Williams & Partners LLP, to ask him all about some of the best ways to maximize tax incentives with your personal income tax.

The Foundation turned to Lori Duffy, Chair of our Planned Giving Advisory Committee and a Partner with WeirFoulds LLP in estate law, to ask her about appointing an estate trustee: what you need to know, think about, and consider when asking someone to handle a job of such importance. In addition to the information posted here, you can hear much more about appointing estate trustees by listening to our “podcast” online.

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